Merge pull request #508 from i-vyshnevska/10-imp-account-financial-report-qweb

[10.0][IMP] Add report to res partner, default values

account_financial_report_qweb/static/src/js/account_financial_report_qweb_widgets.js

@@ -47,7 +47,7 @@ odoo.define('account_financial_report_qweb.account_financial_report_widget', fun
         boundLinkMonetary: function (e) {
             var res_model = $(e.target).data('res-model');
             var res_id = $(e.target).data('active-id');
-            // check if we call on appropriate element, amount been wrapped in
+            // Check if we call on appropriate element, amount been wrapped in
             // a span by a monetary widget
             if (e.target.localName === 'span' ) {
                 res_model = $(e.target.parentElement).data('res-model');
@@ -64,7 +64,7 @@ odoo.define('account_financial_report_qweb.account_financial_report_widget', fun
         boundLinkMonetarymulti: function (e) {
             var res_model = $(e.target).data('res-model');
             var domain = $(e.target).data('domain');
-            // check if we call on appropriate element, amount been wrapped in
+            // Check if we call on appropriate element, amount been wrapped in
             // a span by a monetary widget
             if (e.target.localName === 'span' ) {
                 res_model = $(e.target.parentElement).data('res-model');

account_financial_report_qweb/tests/test_general_ledger.py

@@ -4,6 +4,7 @@
 # License AGPL-3.0 or later (http://www.gnu.org/licenses/agpl.html).
 
 import time
+from odoo.api import Environment
 
 from odoo.tests import common
 from . import abstract_test_foreign_currency as a_t_f_c
@@ -499,3 +500,55 @@ class TestGeneralLedgerReport(common.TransactionCase):
         self.assertEqual(lines['unaffected'].final_debit, 500)
         self.assertEqual(lines['unaffected'].final_credit, 0)
         self.assertEqual(lines['unaffected'].final_balance, 500)
+
+    def test_partner_filter(self):
+        partner_1 = self.env.ref('base.res_partner_1')
+        partner_2 = self.env.ref('base.res_partner_2')
+        partner_3 = self.env.ref('base.res_partner_3')
+        partner_4 = self.env.ref('base.res_partner_4')
+        partner_1.write({'is_company': False,
+                         'parent_id': partner_2.id})
+        partner_3.write({'is_company': False})
+
+        expected_list = [partner_2.id, partner_3.id, partner_4.id]
+        context = {'active_ids': [
+            partner_1.id, partner_2.id, partner_3.id, partner_4.id
+        ],
+            'active_model': 'res.partner'}
+
+        wizard = self.env["general.ledger.report.wizard"].with_context(context)
+        self.assertEqual(wizard._default_partners(), expected_list)
+
+    def test_validate_date(self):
+        company_id = self.env.ref('base.main_company')
+        company_id.write({
+            'fiscalyear_last_day': 31,
+            'fiscalyear_last_month': 12,
+        })
+        cr = self.registry.cursor()
+        user = self.env.ref('base.user_root').with_context({
+            'company_id': company_id.id})
+        env = Environment(cr, user.id, {})
+        wizard = env["general.ledger.report.wizard"]
+        self.assertEqual(wizard._init_date_from(),
+                         time.strftime('%Y') + '-01-01')
+
+    def test_validate_date_range(self):
+        type = self.env['date.range.type'].create({
+            'name': 'Fiscal year',
+            'company_id': False,
+            'allow_overlap': False
+        })
+
+        dr = self.env['date.range'].create({
+            'name': 'FS2015',
+            'date_start': '2018-01-01',
+            'date_end': '2018-12-31',
+            'type_id': type.id,
+        })
+
+        wizard = self.env["general.ledger.report.wizard"].create({
+            'date_range_id': dr.id})
+        wizard.onchange_date_range_id()
+        self.assertEqual(wizard.date_from, '2018-01-01')
+        self.assertEqual(wizard.date_to, '2018-12-31')

account_financial_report_qweb/tests/test_open_items.py

@@ -40,3 +40,21 @@ class TestOpenItems(a_t_f_c.AbstractTestForeignCurrency):
             {'hide_account_at_0': True},
             {'only_posted_moves': True, 'hide_account_at_0': True},
         ]
+
+    def test_partner_filter(self):
+        partner_1 = self.env.ref('base.res_partner_1')
+        partner_2 = self.env.ref('base.res_partner_2')
+        partner_3 = self.env.ref('base.res_partner_3')
+        partner_4 = self.env.ref('base.res_partner_4')
+        partner_1.write({'is_company': False,
+                         'parent_id': partner_2.id})
+        partner_3.write({'is_company': False})
+
+        expected_list = [partner_2.id, partner_3.id, partner_4.id]
+        context = {'active_ids': [
+            partner_1.id, partner_2.id, partner_3.id, partner_4.id
+        ],
+            'active_model': 'res.partner'}
+
+        wizard = self.env["open.items.report.wizard"].with_context(context)
+        self.assertEqual(wizard._default_partners(), expected_list)

account_financial_report_qweb/wizard/general_ledger_wizard.py

@@ -9,6 +9,8 @@ from odoo import api, fields, models, _
 from odoo.tools.safe_eval import safe_eval
 from odoo.exceptions import ValidationError
 
+import time
+
 
 class GeneralLedgerReportWizard(models.TransientModel):
     """General ledger report wizard."""
@@ -26,8 +28,10 @@ class GeneralLedgerReportWizard(models.TransientModel):
         comodel_name='date.range',
         string='Date range'
     )
-    date_from = fields.Date(required=True)
-    date_to = fields.Date(required=True)
+    date_from = fields.Date(required=True,
+                            default=lambda self: self._init_date_from())
+    date_to = fields.Date(required=True,
+                          default=fields.Date.context_today)
     fy_start_date = fields.Date(compute='_compute_fy_start_date')
     target_move = fields.Selection([('posted', 'All Posted Entries'),
                                     ('all', 'All Entries')],
@@ -55,6 +59,7 @@ class GeneralLedgerReportWizard(models.TransientModel):
     partner_ids = fields.Many2many(
         comodel_name='res.partner',
         string='Filter partners',
+        default=lambda self: self._default_partners(),
     )
     journal_ids = fields.Many2many(
         comodel_name="account.journal",
@@ -71,6 +76,7 @@ class GeneralLedgerReportWizard(models.TransientModel):
     )
     foreign_currency = fields.Boolean(
         string='Show foreign currency',
+        default=lambda self: self._default_foreign_currency(),
         help='Display foreign currency for move lines, unless '
              'account currency is not setup through chart of accounts '
              'will display initial and final balance in that currency.'
@@ -80,6 +86,36 @@ class GeneralLedgerReportWizard(models.TransientModel):
         string='Filter accounts',
     )
 
+    def _default_foreign_currency(self):
+        if self.env.user.has_group('base.group_multi_currency'):
+            return True
+
+    def _default_partners(self):
+        context = self.env.context
+
+        if context.get('active_ids') and context.get('active_model') \
+                == 'res.partner':
+            partner_ids = context['active_ids']
+            corp_partners = self.env['res.partner'].browse(partner_ids). \
+                filtered(lambda p: p.parent_id)
+
+            partner_ids = set(partner_ids) - set(corp_partners.ids)
+            partner_ids |= set(corp_partners.mapped('parent_id.id'))
+
+            return list(partner_ids)
+
+    def _init_date_from(self):
+        """set start date to begin of current year if fiscal year running"""
+        today = fields.Date.context_today(self)
+        cur_month = int(fields.Date.from_string(today).strftime('%m'))
+        cur_day = int(fields.Date.from_string(today).strftime('%d'))
+        last_fsc_month = self.env.user.company_id.fiscalyear_last_month
+        last_fsc_day = self.env.user.company_id.fiscalyear_last_day
+
+        if cur_month < last_fsc_month \
+                or cur_month == last_fsc_month and cur_day <= last_fsc_day:
+            return time.strftime('%Y-01-01')
+
     @api.depends('date_from')
     def _compute_fy_start_date(self):
         for wiz in self.filtered('date_from'):
@@ -147,6 +183,7 @@ class GeneralLedgerReportWizard(models.TransientModel):
     @api.onchange('date_range_id')
     def onchange_date_range_id(self):
         """Handle date range change."""
+        if self.date_range_id:
             self.date_from = self.date_range_id.date_start
             self.date_to = self.date_range_id.date_end
 

account_financial_report_qweb/wizard/general_ledger_wizard_view.xml

@@ -86,4 +86,16 @@
                 view_id="general_ledger_wizard"
                 target="new" />
 
+    <!--Add to res.partner action-->
+    <act_window id="act_action_general_ledger_wizard_partner_relation"
+                name="General Ledger"
+                res_model="general.ledger.report.wizard"
+                src_model="res.partner"
+                view_mode="form"
+                context="{
+                    'default_receivable_accounts_only':1,
+                    'default_payable_accounts_only':1,
+                    }"
+                key2="client_action_multi"
+                target="new" />
 </odoo>

account_financial_report_qweb/wizard/open_items_wizard.py

@@ -44,9 +44,11 @@ class OpenItemsReportWizard(models.TransientModel):
     partner_ids = fields.Many2many(
         comodel_name='res.partner',
         string='Filter partners',
+        default=lambda self: self._default_partners(),
     )
     foreign_currency = fields.Boolean(
         string='Show foreign currency',
+        default=lambda self: self._default_foreign_currency(),
         help='Display foreign currency for move lines, unless '
              'account currency is not setup through chart of accounts '
              'will display initial and final balance in that currency.'
@@ -79,6 +81,24 @@ class OpenItemsReportWizard(models.TransientModel):
                 ('parent_id', '=', False)]
         return res
 
+    def _default_foreign_currency(self):
+        if self.env.user.has_group('base.group_multi_currency'):
+            return True
+
+    def _default_partners(self):
+        context = self.env.context
+
+        if context.get('active_ids') and context.get('active_model')\
+                == 'res.partner':
+            partner_ids = context['active_ids']
+            corp_partners = self.env['res.partner'].browse(partner_ids).\
+                filtered(lambda p: p.parent_id)
+
+            partner_ids = set(partner_ids) - set(corp_partners.ids)
+            partner_ids |= set(corp_partners.mapped('parent_id.id'))
+
+            return list(partner_ids)
+
     @api.onchange('receivable_accounts_only', 'payable_accounts_only')
     def onchange_type_accounts_only(self):
         """Handle receivable/payable accounts only change."""

account_financial_report_qweb/wizard/open_items_wizard_view.xml

@@ -58,4 +58,16 @@
                 view_id="open_items_wizard"
                 target="new" />
 
+    <!--Add to res.partner action-->
+    <act_window id="act_action_open_items_wizard_partner_relation"
+                name="Open Items Partner"
+                res_model="open.items.report.wizard"
+                src_model="res.partner"
+                view_mode="form"
+                context="{
+                    'default_receivable_accounts_only':1,
+                    'default_payable_accounts_only':1,
+                    }"
+                key2="client_action_multi"
+                target="new" />
 </odoo>